FG
Fiduciary Group’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.6M | Buy |
29,485
+8,957
| +44% | +$487K | 0.15% | 125 |
|
2025
Q1 | $1.05M | Buy |
20,528
+8,657
| +73% | +$443K | 0.11% | 147 |
|
2024
Q4 | $649K | Buy |
+11,871
| New | +$649K | 0.07% | 178 |
|
2024
Q2 | – | Sell |
-5,364
| Closed | -$286K | – | 275 |
|
2024
Q1 | $286K | Buy |
5,364
+457
| +9% | +$24.4K | 0.03% | 232 |
|
2023
Q4 | $239K | Buy |
+4,907
| New | +$239K | 0.03% | 237 |
|